-4.9%
SHOP vs SOUN
-73.4%
+68.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.9% | +2.5% | +5.5% |
| 7D | -9.0% | -2.7% | -6.3% | -8.1% |
| 30D | -4.4% | -26.5% | +22.1% | +6.6% |
| 3M | +24.1% | -33.6% | +57.8% | +42.5% |
| 6M | +20.0% | -54.4% | +74.4% | +59.1% |
| YTD | -4.9% | -56.7% | +51.7% | +22.1% |
| 1Y | -4.9% | -71.4% | +66.5% | +50.7% |
| All | -4.9% | -73.4% | +68.5% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOUN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling